About Us
The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.
Partner Websites
Walsh & Nicholson Financial Group
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
EXPERT EDUCATION
Events and Webinars
Property and Casualty
Unlocking Our 2026 P&C Market Outlook: High Level & Field Level Insights for Clients
Join Alera Group’s EVP and Property and Casualty Practice Leader Justin Foa for a high-level overview of the key findings from the 2026 Property and Casualty Market Outlook.
January 20, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
Foundations – Understanding the Multigenerational Workforce
In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career planning strategies, review legal and compliance trends and provide actionable tools and resources.
January 21, 2026 at 10:00 am CT | Virtual
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Employee Benefits
The 2026 Market Reality: Why Costs Feel Uncontrollable — and Where Leaders Still Have Leverage
A clear map of where leaders can act in 2026 and how to prioritize decisions that move cost and outcomes.
January 22, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
IRS Releases Guidance Related to Recent HSA Changes
The IRS recently released Notice 2026-5, which provides guidance and answers to common questions related to the expanded availability of health savings accounts (“HSA”) under the Reconciliation Act (previously named the One Big Beautiful Bill Act) passed into law earlier this year.
December 30, 2025
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Property and Casualty
Are you prepared for 2026? Property and Casualty Trends Uncovered
The sixth annual Property and Casualty Market Outlook from Alera Group sets the stage for how organizations can recalibrate their risk strategies in 2026. Built on thousands of data points — including a nationwide survey of insurance company partners and wholesale intermediaries — this report delivers actionable insights for insurance buyers, risk managers and business leaders.
December 17, 2025
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Employee Benefits
Legal Alert: Agencies Clarify How Certain Fertility Benefits May be Treated as Excepted Benefits
This alert is of interest to all employers that offer fertility benefits or may be interested in offering fertility benefits in the future.
November 4, 2025
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Top 5 Insurance Surprises Businesses Face in Q4 — and How to Prevent Them
As year-end approaches, many organizations focus on closing out financials and planning for the year ahead. It’s also the time when insurance programs often reveal unexpected challenges, some avoidable, others the result of shifting market conditions or overlooked details.
October 30, 2025
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